Assets by plan
Share of aggregate retirement assets
Filings through .
Consejo Counseling and Referral Service
EIN 91-1021247medical practiceLatest filing 2025
Plans
3
Retirement
2
$3.4M assets
Health & Benefits
1
$1.8M premiums
Participants
392
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $3.4M assets / 248 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 144 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Prescription drug$1.7M
- Dental$123K
- Life$123K
- Other$123K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE
401(k)
Assets$1.9M
Participants133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE
401(k)
Assets$1.5M
Participants115
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CONSEJO COUNSELING AND REFERRAL SERVICES HEALTH AND WELFARE PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.
Premiums$1.8M
Covered lives144
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE | 401(k) | $1.9M | 133 | 2025 |
| #001 | EMPLOYEE BENEFIT PLAN OF CONSEJO COUNSELING AND REFERRAL SERVICE | 401(k) | $1.5M | 115 | 2025 |
- #002 · 401(k) · 2025133
- #001 · 401(k) · 2025115
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CONSEJO COUNSELING AND REFERRAL SERVICES HEALTH AND WELFARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $1.8M | 144 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. · 2025144
Retirement plans
Health & Benefits plans